See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,615 | $67,411-62.0% | $91,001-71.9% | $70,131-63.5% |
| Participation rate | 88.5% | 71.4%+17.2pp | 75.6%+12.9pp | 69.5%+19.0pp |
| Annual return | 16.15% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,218 | $2,823-21.4% | $3,547-37.5% | $3,332-33.4% |
| Admin fee / account holder | $3,426 | $4,236-19.1% | $5,417-36.8% | $4,645-26.3% |